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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,517 | $109,905-64.0% | $98,506-59.9% | $167,553-76.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 30.72% | 1960.20%-1929.5pp | 1494.92%-1464.2pp | 478.89%-448.2pp |
| Employer contribution / active EE | $1,259 | $3,226-61.0% | $2,961-57.5% | $4,840-74.0% |
| Participant deferral / active EE | $874 | $4,674-81.3% | $4,277-79.6% | $6,343-86.2% |
| Admin fee / account holder | $147 | $6,760-97.8% | $5,955-97.5% | $12,316-98.8% |